Paraplanner - Reed : Job Details

Join Our Clients Team as a Paraplanner in Falkirk!

Are you ready to elevate your career in financial planning? Our client, a leading IFA firm, is looking for passionate individual to join their dynamic team in Falkirk.

The Role:

As a Paraplanner, you'll support their Financial Planners with technical research, report writing, and implementing advice services. You'll work closely with 8-10 Financial Planners to create the best advice solutions for their clients.

Key Responsibilities:

• Maintain accurate client data and KYC information
• Analyse client goals to identify financial planning opportunities
• Research and recommend suitable advice solutions
• Write clear and compelling suitability reports
• Ensure all work is approved and adheres to their governance process

On Offer:

• Competitive DOE + discretionary bonus
• Hybrid & flexible working policy
• 24 days holiday – additional day for each year up to 27 days
• Supportive and friendly working environment
• Professional Development with study support towards professional qualifications and ongoing CPD and training to enhance your skills
• Excellent pension and benefits including Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers, and Cycle to Work Schemes

What They’re Looking For:

• Good paraplanning skill set with strong knowledge of financial planning processes, products, and platforms
• Working knowledge of Intelligent Office, Curo or other back-office systems
• CII Diploma in Financial Planning or equivalent attained or progressing towards this
• Knowledge of working with CashCalc, FE Analytics, and Dynamic Planner is preferred
• Proficiency in technical calculations
• Ability to train and provide quality assurance to team members

Ready to make a difference to clients' lives and grow your career? Apply now and be part of a team that values long-term client relationships and professional excellence! Any questions, please call Pauline Low at Reed on . I look forward to hearing from you.